Caerus Investment Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Caerus Investment Advisors’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Buy	+2,727	New	+$226K	0.09%	226

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Caerus Investment Advisors's AVEM Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q1 2026: 2,727 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #226 among its holdings.

915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Caerus Investment Advisors held 2,727 shares of Avantis Emerging Markets Equity ETF worth $220K as of Q1 2026.
Avantis Emerging Markets Equity ETF was a new Caerus Investment Advisors position in Q1 2026.
Avantis Emerging Markets Equity ETF made up 0.09% of Caerus Investment Advisors's portfolio in Q1 2026, its #226 holding.
915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.